+810.9%
WEC vs WU
-19.6%
+830.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.5% |
| 7D | -0.3% | -0.8% | +0.6% | -0.1% |
| 30D | -1.3% | -1.1% | -0.2% | -1.1% |
| 3M | -3.9% | -3.9% | -0.1% | -3.9% |
| 6M | -8.3% | -20.7% | +12.3% | -4.9% |
| YTD | +3.1% | -18.4% | +21.4% | +6.1% |
| 1Y | +1.9% | -8.1% | +10.0% | +1.8% |
| 3Y | +41.9% | -24.2% | +66.1% | +45.8% |
| 5Y | +30.8% | -50.4% | +81.2% | +45.1% |
| 10Y | +141.9% | -40.0% | +182.0% | +153.0% |
| All | +810.9% | -19.6% | +830.5% | +699.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded WU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling